Orion Portfolio Solutions’s GXO Logistics GXO Stock Holding History

Orion Portfolio Solutions’s Portfolio GXO Stock Details GXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.05M	Buy	26,913 +370	+1%	+$15.5K	0.01%	1058
2024 Q4	$1.15M	Sell	26,543 -1,171	-4%	-$64.5K	0.01%	967
2024 Q3	$1.44M	Sell	27,714 -1,245	-4%	-$63.1K	0.01%	852
2024 Q2	$1.46M	Sell	28,959 -2,293	-7%	-$116K	0.02%	796
2024 Q1	$1.68M	Sell	31,252 -2,143	-6%	-$116K	0.02%	743
2023 Q4	$2M	Sell	33,395 -1,833	-5%	-$103K	0.02%	629
2023 Q3	$2.07M	Sell	35,228 -2,699	-7%	-$169K	0.03%	602
2023 Q2	$2.38M	Sell	37,927 -3,515	-8%	-$197K	0.03%	572
2023 Q1	$2.09M	Buy	+41,442	New	+$2.06M	0.03%	574

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Orion Portfolio Solutions's GXO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its GXO Logistics (GXO) stake by 1.4% in Q1 2025, buying an estimated $15.5K and bringing the position to 26,913 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1058.

Orion Portfolio Solutions first reported a position in GXO in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.38M in Q2 2023. 426 funds tracked by Wall St. Rank hold GXO as of Q1 2025.

Orion Portfolio Solutions held 26,913 shares of GXO Logistics worth $1.05M as of Q1 2025.
Orion Portfolio Solutions bought 370 GXO Logistics shares in Q1 2025, an estimated $15.5K.
GXO Logistics made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1058 holding.
Orion Portfolio Solutions first reported a position in GXO Logistics in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's GXO Logistics position peaked at $2.38M in Q2 2023.
426 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.